SRS Investment Management

Companies in the SRS Investment Management portfolio as of March 2016 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Netflix (NFLX) 38.54 10.35M 102.23
priceline.com Incorporated (PCLN) 10.60 225890 1288.96
Linkedin Corp Com 9.76 2.34M 114.35
Avis Budget (CAR) 9.46 9.50M 27.36
Apple (AAPL) 5.85 1.47M 108.99
Charter Communications (CHTR) 4.43 600900 202.43
Hertz Global Holdings (HTZ) 3.83 10.00M 10.53
Carter's (CRI) 3.16 823845 105.38
Servicenow 2.33 1.05M 61.18
Ehi Car Svcs Ltd spon ads cl a 1.90 4.17M 12.49
Skechers USA (SKX) 1.84 1.66M 30.45
Tableau Software Inc Cl A 1.67 1000000 45.87
Workday Inc cl a 1.64 586000 76.84
Restoration Hardware Hldgs I 1.53 1000000 41.90
stock 0.92 515966 48.93
Metropcs Communications 0.79 565400 38.30
eBay (EBAY) 0.72 827300 23.86
Valeant Pharmaceuticals Int (VRX) 0.48 500000 26.30
Expedia 0.27 70000 107.81
Autodesk (ADSK) 0.14 66012 58.31
MasterCard Incorporated (MA) 0.07 21227 94.50
Visa (V) 0.07 26358 76.49